12 ms·
Hopefully PRC will involute the shit out of compute and commoditize it like agriculture, margins should be so thin that ASML/TSMC/NVIDIA should only be sustaine
by maxglute 7d ago
Hopefully PRC will involute the shit out of compute and commoditize it like agriculture, margins should be so thin that ASML/TSMC/NVIDIA should only be sustained by subsidies.